Retirement planning conversations in Stratford and London.

For Stratford, London, Perth County, and Southwestern Ontario households preparing for retirement or already retired, this page focuses on income timing, pensions, CPP/OAS, RRIF/RRSP, TFSA, taxable accounts, tax records, and advisor-review questions.

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People reviewing planning notes around a meeting table. — **Stratford and London planning conversations** Use the first call to confirm the decision, the preparation, and the right meeting route.

Credentials you can review.

Review firm details, public credential links, Stratford, London, Oakville, available rating information, and the Stiller Financial team before deciding whether a conversation makes sense.

Households 500+

Ontario households and families served.

Assets $250M+

Client assets under administration.

Google 5-star

Public rating signal with reviewed snippets.

Offices 3

Stratford, London, and Oakville.

Investia profile FP Canada directory FSRA credentials CSA registration

Common reasons Stratford and London-area households start here.

Use this page to choose the right first conversation, confirm the office route, and avoid sending sensitive records through the wrong channel.

Pension and retirement income

Coordinate pensions, CPP, OAS, RRIF/RRSP, TFSA, taxable accounts, and cash-flow timing.

Tax-season records

Tax slips, statements, gains, withdrawals, and year-end timing can affect retirement income choices.

Advisor review before retirement

Service, fees, portfolio role, tax records, product terms, and transfer friction often matter more near retirement.

Local office routing

Use Stratford or London appointment routing depending on meeting preference and preparation needs.

Retirement planning materials for Stratford and London households.

Stratford and London office

207 Huron St, Stratford, ON N5A 5S9 and 380 Wellington St, 6th Floor, London, ON N6A 5B5

Appointments are best booked ahead. Use the Stratford or London route depending on the meeting location, parking/access needs, and document route confirmed by the office.

Book a call Call 1-888-342-8432 View office routes

Common first-call examples from this office route.

These examples show how the local route is used in practice. The first call is still only a fit and routing conversation.

Choose the right office route

Start by matching the decision to the most practical office, phone, video, or referral route before documents are gathered.

Name the planning issue

Retirement income, advisor review, business-owner planning, tax documents, insurance, estate, or local office routing each starts differently.

Confirm what to gather

The first call should identify the documents, questions, and secure route without asking for sensitive records in public notes.

Not sure where to start? Send us a quick note.

Send your name, email, and a short note. The office can route the next step without asking you to send sensitive documents through the website.